Silver Oak Securities’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324K Sell
2025
Q2
$359K Hold
2025
Q1
$365K Hold
2024
Q4
$346K Hold
2024
Q3
$354K Buy
2024
Q1
Sell
2023
Q4
$338K Buy
2023
Q3
Sell
2023
Q2
$362K Buy